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  • From the leading risk to a threat on the rise: Here’s what you need to know.

  • While their investment characteristics mean they are often compared to mutual funds, segregated funds have their own unique tax attributes that are important to understand.

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Showing 1-10 of 38 Results

  • AdvisorArticle

    Mortality drivers in Canada

    From the leading risk to a threat on the rise: Here’s what you need to know.

    Katarina Nikolic

    Vice President & Chief Corporate Underwriter, BMO Insurance

  • AdvisorArticle

    Tax Characteristics of Segregated Fund Contracts

    While their investment characteristics mean they are often compared to mutual funds, segregated funds have their own unique tax attributes that are important to understand.

  • AdvisorArticle

    Evolving field underwriting with Rovr AI

    At BMO Insurance, we’re continually evolving through digital transformation and advisor empowerment.

    Katarina Nikolic

    Vice President & Chief Corporate Underwriter

  • ClientArticle

    Top performers: 14 funds to watch

    We’re proud to shine a spotlight on 14 guaranteed investment funds that were top quartile performers as of December 31, 2024.

  • ClientArticle

    Life insurance owned by a trust

    Trusts can differ from one another in significant ways. Here are some important tax considerations involved in transfers of trust-owned insurance.

  • ClientArticle

    Critical illness insurance can provide a financial safety net

    Learn about the cost of getting sick and what you can do about it.

  • ClientArticle

    Life insurance claims with BMO Insurance: Here’s what you need to know

    BMO Insurance has a strong track record of paying life insurance claims. Learn how the claims process works.

  • AdvisorArticle

    New Advanced Markets Underwriting Team is here to help

    A message from Katarina Nikolic, Vice President & Chief Corporate Underwriter - BMO Insurance.

    Katarina Nikolic

    Vice President & Chief Corporate Underwriter

  • ClientArticle

    Can Mary (65) and John (65) guarantee their income will last?

    Learn how income annuities can help you beat retirement risks.

  • ClientArticle

    Budget 2024 implications and your wealth

    The federal government’s 2024 budget includes measures that could impact your wealth – and your legacy. Learn more about the implications and actions you can take.

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